>> i don't to want take steve liesman's job away from him. the truth is interest rates went up and market went up. that's good. i don't disagree with rick on many issues. however, on this one, i think the world is getting better. only by a little, but getting better. ceos are doing a great job. i think we can handle getting rid of this mystery, getting rid of this qe. >> i agree. why did they stop going down the taper road then? what you said makes sense. the fed doesn't think so. they don't have the confidence you do, i guess. >> i look at the markets, the ceos, i'm happy to stay in -- i don't. expect the world but i'm happy to stay in. tapering, if they do it right, god knows what that means, we'll be all right. >> how do you want to allocate capital? anthony chan, what would you be doing in terms of recommending folks allocating capital here? czink right now, maria, when you look at price earnings ratio, and if we use our expectation for the s&p 500 of maybe $115, much lower than the market which is expecting $120, $122, a price earnings r